Skip to content
Disclosery

TPYP TORTOISE CAPITAL SERIES TRUS

Follow

ETF (fund)

116 managers (117 13F filers) reported a position in TPYP shares at 2025-06-30, 14,230,843 shares in all. 115 filers opened a position and 0 filers sold out during the quarter.

Managers
116
13F filers
117
New
115
Added
1
Reduced
0
Sold out
0
Shares held by filers
14,230,843

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,054,340$109M0.01%new13F-HRTimelineGroup
Arvest Bank Trust Division1,251,112$44.7M2.61%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/878,678$31.4M<0.01%new13F-HRTimelineGroup
Magnus Financial Group LLC861,349$30.8M2.7%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC697,588$24.9M2.36%new13F-HRTimeline
ATWOOD & PALMER INC659,221$23.6M1.47%new13F-HRTimeline
FOSTER & MOTLEY INC639,979$22.9M1.32%new13F-HRTimeline
ARVEST INVESTMENTS, INC.414,368$14.8M2.23%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN403,300$14.4M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG379,127$13.5M<0.01%new13F-HRTimelineGroup
Busey Bank291,645$10.4M0.32%new13F-HRTimeline
Keudell/Morrison Wealth Management279,374$9.98M2.21%new13F-HRTimeline
CWM, LLCin group CWM, LLC259,548$9.27M0.03%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC252,635$9.03M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC244,848$8.75M0.02%new13F-HRTimelineGroup
Creative Planningin group Creative Planning238,876$8.54M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC233,629$8.35M<0.01%new13F-HRTimelineGroup
Triangle Securities Wealth Management233,011$8.33M2.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust218,650$7.81M0.84%new13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC187,317$6.69M3.27%new13F-HRTimeline
Oxbow Advisors, LLC182,470$6.52M0.71%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,954$5.29M<0.01%new13F-HR/ATimelineGroup
Icon Wealth Advisors, LLC143,847$5.14M0.37%new13F-HRTimeline
LPL Financial LLC114,589$4.09M<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.111,454$3.98M0.29%new13F-HRTimeline
COUNTRY CLUB BANK103,482$3.68M0.23%new13F-HRTimeline
HBK Sorce Advisory LLC98,751$3.53M0.1%new13F-HRTimeline
Quad-Cities Investment Group, LLC97,777$3.49M1.59%new13F-HRTimeline
FLOW TRADERS U.S. LLC80,877$2.89M0.11%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.78,962$2.82M1.91%new13F-HRTimeline
Financial Enhancement Group LLC76,685$2.68M0.38%new13F-HRTimeline
Battery Global Advisors, LLC68,388$2.44M1.2%new13F-HRTimeline
Financial Partners Group, Inc65,906$2.35M0.33%new13F-HRTimeline
Sanctuary Advisors, LLC64,863$2.32M0.01%new13F-HRTimeline
XML Financial, LLC62,083$2.22M0.19%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,490$2.16M<0.01%new13F-HR/ATimelineGroup
HighTower Advisors, LLC58,398$2.09M<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,390$2.09M<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC55,400$1.98M0.08%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,927$1.86M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS50,792$1.81M<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding50,522$1.78MnewTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp43,336$1.55M0.04%new13F-HRTimelineGroup
Global Retirement Partners, LLC34,381$1.23M0.03%13F-HRTimeline
ARS Investment Partners, LLC34,302$1.23M0.09%new13F-HRTimeline
GTS SECURITIES LLC33,399$1.19M0.05%new13F-HRTimeline
Capital Advisors, Ltd. LLC32,755$1.17M0.14%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC30,074$1.07M0.41%new13F-HRTimeline
Summit Wealth Partners, LLC21,439$766K0.15%new13F-HRTimeline
Nova Wealth Management, Inc.21,267$760K0.56%+6,98413F-HRTimeline
Cresset Asset Management, LLC20,730$741K<0.01%new13F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,073$646K<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,694$632K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.17,500$625K0.01%new13F-HRTimeline
Investment Partners Asset Management, I…17,285$618K0.43%new13F-HRTimeline
Stokes Capital Advisors, LLC16,547$591K0.14%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,770$563K0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC13,569$479K0.17%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,270$468K<0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,031$466K0.14%new13F-HRTimeline
Cetera Investment Advisers13,000$464K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC12,411$443K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,185$435K<0.01%new13F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC11,328$405K0.11%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,162$399K0.06%new13F-HRTimeline
WealthTrust Axiom LLC10,800$386K0.11%new13F-HRTimeline
SteelPeak Wealth, LLC10,429$373K0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC9,273$331K0.09%new13F-HRTimeline
Strategies Wealth Advisors, LLC8,895$318K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,879$317K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,807$315K<0.01%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,650$309K<0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,258$295K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,725$276K<0.01%new13F-HRTimeline
COMERICA BANK7,555$270K<0.01%new13F-HRTimeline
MAI Capital Management6,943$248K<0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC6,621$237K0.03%new13F-HRTimeline
Sterneck Capital Management, LLC6,300$225K0.11%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…6,219$222K0.04%new13F-HRTimeline
Snowden Capital Advisors LLC6,073$217K0.01%new13F-HRTimeline
Allworth Financial LP5,970$213K<0.01%new13F-HRTimeline
Argent Trust Co5,782$207K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,781$207K<0.01%new13F-HR/ATimeline
Legacy Capital Wealth Partners, LLC5,639$201K0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,625$201K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,385$192K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.3,944$141K0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,626$130K<0.01%new13F-HRTimelineGroup
City State Bank3,298$118K0.04%new13F-HRTimeline
Principia Wealth Advisory, LLC3,206$114K0.1%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,121$112K0.01%new13F-HRTimeline
CENTRAL TRUST Co2,931$105K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2,678$95.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,607$93.1K<0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,505$89K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,812$65K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,033$36.9K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC1,005$35.9K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO944$33.7K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC910$32.5K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL705$25.2K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV630$22.5K<0.01%new13F-HRTimeline
Crewe Advisors LLC561$20K<0.01%new13F-HRTimeline
HM PAYSON & CO509$18.2K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC500$17.6K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC437$15.6K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.279$9.97K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC244$8.74K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC240$8.58K<0.01%new13F-HRTimeline
CX Institutional183$7K<0.01%new13F-HR/ATimeline
Caldwell Trust Co112$4K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$2.68K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC20$715<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9$319<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Horizon Advisors, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.